The conversation explores the various phases of retirement as described by Dr. Riley Moynes, emphasizing the psychological aspects and financial planning necessary for each stage. The hosts discuss the importance of enjoying the go-go years, navigating feelings of loss in the slow-go years, experimenting with new activities in the trial and error phase, and preparing for unexpected challenges in retirement. They also highlight the significance of communication with financial advisors and the need for personal finance education. In this conversation, Gary Nolan discusses various financial strategies for building wealth, emphasizing the importance of compounding, consistent savings, and understanding the cost of capital. He explores different savings plans, including custodial Roth IRAs and 529 plans, and highlights the necessity of emergency funds. The discussion also covers leveraging debt for wealth creation, the role of financial guides, and essential retirement planning strategies. Additionally, Nolan addresses long-term care needs and the balance between paying off mortgages and maintaining liquidity, concluding with insights on maximizing 401k contributions and the benefits of Roth IRAs.

Reach out to Bruce & Tim at (800) 796-9912 or 

https://www.premierswplanning.com/

The conversation explores the various phases of retirement as described by Dr. Riley Moynes, emphasizing the psychological aspects and financial planning necessary for each stage. The hosts discuss the importance of enjoying the go-go years, navigating feelings of loss in the slow-go years, experimenting with new activities in the trial and error phase, and preparing for unexpected challenges in retirement. They also highlight the significance of communication with financial advisors and the need for personal finance education. In this conversation, Gary Nolan discusses various financial strategies for building wealth, emphasizing the importance of compounding, consistent savings, and understanding the cost of capital. He explores different savings plans, including custodial Roth IRAs and 529 plans, and highlights the necessity of emergency funds. The discussion also covers leveraging debt for wealth creation, the role of financial guides, and essential retirement planning strategies. Additionally, Nolan addresses long-term care needs and the balance between paying off mortgages and maintaining liquidity, concluding with insights on maximizing 401k contributions and the benefits of Roth IRAs.
Reach out to Bruce &amp; Tim at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>

Bruce Weinstein and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 796-9912.

Bruce Weinstein is President and Founder of Premier Southwest Planning Group who specializes in personal finance and estate strategies. The goal of Premier Southwest's process is to help maximize your wealth and help you work towards financial security for you, your family or your small business. They believe whether you are seeking financial security as an individual, a family, or a business, you need the personal financial planning process to help you work towards achieving your financial plan.

We take pride in veering away from the latest Wall Street fads and instead maintain an iron-clad focus on deep value investing.  We practice long-term investing.  We never get blinded by the amount we can earn from an investment, and we mitigate risk by first focusing on how much we could lose.  We measure risks in absolutes, as opposed to relatives.  If the market is has turned away from our favor and we can’t find good investment opportunities, we would rather sit on cash than make poor investment choices.  This is how we not only build wealth, but also how we protect wealth.

Bruce Weinstein and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call or text (800) 796-9912.
Bruce Weinstein is President and Founder of Premier Southwest Planning Group who specializes in personal finance and estate strategies. The goal of Premier Southwest's process is to help maximize your wealth and help you work towards financial security for you, your family or your small business. They believe whether you are seeking financial security as an individual, a family, or a business, you need the personal financial planning process to help you work towards achieving your financial plan.
We take pride in veering away from the latest Wall Street fads and instead maintain an iron-clad focus on deep value investing.&nbsp; We practice long-term investing.&nbsp; We never get blinded by the amount we can earn from an investment, and we mitigate risk by first focusing on how much we could lose.&nbsp; We measure risks in absolutes, as opposed to relatives.&nbsp; If the market is has turned away from our favor and we can&rsquo;t find good investment opportunities, we would rather sit on cash than make poor investment choices.&nbsp; This is how we not only build wealth, but also how we protect wealth.